Montco Roofers Privacy Policy
Montco Roofers Privacy Policy
This policy describes information handling for requests submitted to Montco Roofers at montcoroofers.com.
- No-cost request
- Matched by ZIP code
- Montgomery County, PA
01
Information you provide in the form
This policy describes information handling for requests submitted to Montco Roofers at montcoroofers.com. SoleSource Pros operates the site as a free Montgomery County homeowner referral service, not a roofing contractor. A request is connected with ONE independent licensed and insured roofing contractor serving the area and is never sold to multiple contractors. Processing that introduction involves a backup record and a CRM record. The number of operational records is therefore different from the number of roofing businesses receiving the referral.
The request form collects first and last name, phone number, email address, project ZIP, and the selected service. Optional answers can describe the street address, roof type, urgency, insurance-claim status, number of stories, roof age, and the project itself. These fields allow the inquiry to be associated with a person, a property area, and a roofing concern.
Write only what is relevant to arranging that conversation. For example, a note about a leaking skylight or restricted driveway can be useful. Bank information, payment card numbers, identity documents, passwords, and alarm instructions are not needed for a referral. Free-text descriptions become part of the submission, so do not use them as a storage place for sensitive documents or unrelated personal history.
02
Technical and submission context
The workflow also handles information about how the request arrived, including a submission identifier, source page, page URL, and available referral or campaign details. Consent status and the consent wording travel with the submission. Technical request data includes the client IP address and browser user_agent information; this is not limited to the words typed into the project description.
An IP-derived hash is also used for submission checks. That additional identifier does not make the entire request anonymous. Contact information remains associated with the inquiry, and the full payload can include the client IP and browser information. A transformed identifier in one field should not be understood as removing other identifying information from backup or CRM records.
03
A backup of the full submitted payload
The existing workflow stores a backup containing the full request payload, not merely a short summary of the roofing issue. Contact fields, optional answers, consent details, source information, IP data, and user_agent data can therefore be retained together in the operational record. Fields relating to forwarding status or a CRM reference can accompany the request for handling purposes.
This backup supports processing the inquiry; it is not an additional contractor match. Sending one request can produce records in more than one system while still following the single-contractor referral model. This policy does not promise a particular deletion date, automatic expiration, or a fixed retention period. Do not assume that completing a contractor conversation immediately removes the underlying submission.
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04
CRM forwarding and notification handling
Request information is forwarded to the Lead Gen CRM for referral handling. Notifications are handled exclusively through the CRM. The website does not send separate notification emails, and providing an email address does not mean the site has independently emailed a confirmation. CRM delivery and the contractor’s later communication are separate parts of the process.
The backup and CRM are processing systems rather than alternative roofing bidders. A browser confirmation should not be read as proof of a scheduled inspection, a completed contractor call, or a particular email arriving. The contractor must discuss availability directly. This policy does not promise uninterrupted delivery or establish a response deadline for any of those steps.
05
Information shared for the contractor conversation
The matched independent roofer receives request information needed to respond, such as your contact details, project location, and description. Property context you choose to include may also matter. A Plymouth Meeting homeowner might describe access restrictions, for example, without needing to submit household security arrangements. The request is not sold to multiple roofing contractors.
The contractor may create separate appointment notes, estimates, invoices, or construction records after speaking with you. Ask that business about the information you provide directly and its own record handling. This website cannot describe every future contractor record as though it were the original form payload. An introduction does not merge the contractor’s independent business operations with SoleSource Pros.
06
Consent, corrections, and privacy questions
By submitting, I agree that Montco Roofers (SoleSource Pros) may share my request with one independent roofing contractor serving my area, who may contact me by phone, text or email about this project. Consent is not a condition of purchase.
Use the website form to raise a privacy question or request a correction. Begin the description with “Privacy request” or “Correction,” explain the concern, and provide enough context to identify the earlier submission. Do not attach identity documents or repeat unnecessary sensitive information. This is a route to request review, not a promise of instant deletion, a guaranteed export, or automatic changes to every copy held elsewhere.
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